This allocator's name, 2 more advisers, 1 more manager, 8 more commitments and 7 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Taft-Hartley plan in Arizona
Taft-Hartley plan, based in Phoenix, Arizona, reporting $15.0M in assets, for 1,577 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $15.0M
- Fund commitments
- 4
- Managers
- 3
Nothing material in the last 90 days. Last change: 31 Dec 2025, Holding ended.
Capital path
who backs this record, through what, into what; each name opens its own path- Jpmcb Strategic Property Fund4 commitments
- Panagora Risk Management3 commitments
- Western Asset Mbs Port2 commitments
- J.P. Morgan Chase4 commitments
- Panagora Investment Manager3 commitments
- Western Asset Mgmt Company, LLC2 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 2.9%
- Non-interest-bearing cash 4.1%
- Corporate debt instruments (other) 0.0%
- Common/collective trusts 5.2%
- Registered investment companies 87.4%
- Verus Advisory, Inc. Investment adviser (plan)Pension consultantthrough Dec 31, 2025 Form 5500
- The Segal Co (western States), Inc. Actuarythrough Dec 31, 2025 Form 5500
- BMO Bank Custodianthrough Dec 31, 2025 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- J.P. Morgan Chase4 rows, latest Dec 31, 2025
- Panagora Investment Manager3 rows, latest Dec 31, 2024
- Western Asset Mgmt Company, LLC2 rows, latest Dec 31, 2023
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- LSV Asset Managementplan years 2022
- Western Asset Mgmt Company, LLCplan years 2022
- J.P. Morgan Chaseplan years 2025
+3 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2025Holding endedinference
- Dec 31, 2025Manager relationship endedinferencewith Panagora Asset Management, Inc.askebsa.dol.gov
- Dec 31, 2025Manager relationship endedinferencewith Western Asset Mgmt Company, LLCaskebsa.dol.gov
- Dec 31, 2025Assets changeddown $1.7Maskebsa.dol.gov
- Dec 31, 2024Holding endedinference
+7 more dated events
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2025 | Jpmcb Strategic Property Fundcollective trust | J.P. Morgan Chase | Real estate | $784,201 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Jpmcb Strategic Property Fundcollective trust | J.P. Morgan Chase | Real estate | $939,481 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Panagora Risk Management103 12 ie | Panagora Investment Manager | Pooled vehicles | $1.6M held | Disclosed holding | askebsa.dol.gov |
+8 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 1,577 | Not disclosed | Not disclosed | n/a | $15.0M | Not disclosed | Not disclosed | Not disclosed |
| 2024 to Dec 31, 2024 | 1,577 | Not disclosed | Not disclosed | n/a | $16.7M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,638 | Not disclosed | Not disclosed | n/a | $19.5M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,714 | Not disclosed | Not disclosed | n/a | $21.5M | $1.2M | Not disclosed | Not disclosed |
- The Segal Company codes 11 16 17 $70,877 PY2025
- Southwest Service Administrators codes 13 15 36 38 $63,173 PY2025
- Verus Advisors, Inc codes 27 $53,000 PY2025
+54 more service providers
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Provenance
Not yet on record: funded ratio.
This record sits on 4 traced paths of capital across the graphs.
DFX traced 4 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle ended2024-12-31source
- Holding in a pooled vehicle ended2024-12-31source
- Holding in a pooled vehicle ended2025-12-31source
+9 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+16 connections on the graph
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